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【早报】人工智能产业迎利好;寒武纪、北方稀土等行业龙头发布半年报
财联社· 2025-08-26 23:09
2、阿里云大模型服务平台百炼8月26日宣布,对部分模型的上下文缓存服务实施降价。调价后,若请求命中缓存,输入Token将按 原单价的20%计费(原为40%);未命中的仍按标准input_token单价收费。 1、 国务院日前印发《关于深入实施"人工智能+"行动的意见》,要求以科技、产业、消费、民生、治理、全球合作等领域为重点, 深入实施"人工智能+"行动。意见提到,到2027年,率先实现人工智能与6大重点领域广泛深度融合,新一代智能终端、智能体等应 用普及率超70%。 4、国内成品油价下调,加满一箱油少花7元。 5、寒武纪:上半年净利润10.38亿元 同比扭亏。 宏 观 新 闻 1、 国务院总理李强在主持国务院第十五次专题学习时强调,进一步凝聚共识、拓宽思路,扎实推动服务贸易高质量发展,为建设贸 易强国、构建更高水平开放型经济新体制提供有力支撑。李强指出,随着外部环境变化和我国产业结构调整,必须把加快服务贸易创 新发展摆在更加重要的位置。 行 业 新 闻 早 报 精 选 1、 李强:必须把加快服务贸易创新发展摆在更加重要的位置 2、国务院印发《关于深入实施"人工智能+"行动的意见》。 3、特朗普表示希望尽快访 ...
需求井喷!算力产业链中报亮眼
Shen Zhen Shang Bao· 2025-08-25 22:42
【深圳商报讯】(记者 詹钰叶)近来多家算力产业链上市公司披露了2025年半年报或半年度业绩预 告,得益于基础算力设施的持续建设、人工智能相关算力投资的稳步增长等因素,不少公司业绩实现增 长。业内看好国产AI算力芯片等产业的前景。 今年以来算力板块股票普涨。数据显示,胜宏科技股价涨近480%(前复权),东芯股份、汇金股份、 宏景科技、新易盛、ST迪威迅、亿田智能、芯原股份股价涨逾200%,科泰电源、ST华通、海兰信、中 际旭创、并行科技、长芯博创、优刻得等23家公司股价涨逾100%。 还有不少上市公司正积极布局算力产业链。生益电子日前发布了关于投资智能制造高多层算力电路板项 目的公告,为满足服务器、高多层网络通信及快速发展的AI算力等中高端市场需求,拟总投资金额约 为19亿元。北京思特奇信息技术股份有限公司相关负责人本月在互动平台透露,公司构建了覆盖"算力- 数据-模型-智能体"的全栈AI生态服务体系。广电运通集团股份有限公司相关负责人在互动平台称,公 司打造了广州政务信创云、区级政务云、国资国企云、AI智算云等专属云服务,推出自主可控的运通 云、智算调度平台、超融合一体机等专属云产品。 长城证券分析师侯宾指出 ...
A股,再度刷新10年新高
Zheng Quan Shi Bao· 2025-08-25 09:29
长城证券表示,当前全球AI浪潮持续加速,催生算力需求指数级提升,同时国产诸如DeepSeek等大模 型加速推进,考虑地缘政治及产业链稳定等因素,必定带来国产算力需求的持续攀升,将带来充分的算 力国产自主化空间,我们持续看好算力自主化相关投资机会。 8月25日,上证指数高开0.59%,随后持续震荡攀升,最高点达3883.56点,刷新10年新高纪录。除了部 分科技板块以外,多数行业板块实现上涨,其中,有色金属、通信、消费、房地产等板块表现较为活 跃。 截至收盘,沪指涨1.51%报3883.56点,深证成指涨2.26%,创业板指涨3%,科创50指数涨3.2%。A股市 场成交金额再次突破3万亿元。 港股市场表现也比较强势,恒生指数大涨超2%,恒生科技指数涨超3%,国企指数涨超2%。热门股票方 面,东风集团股份(00489.HK)盘中涨幅最高接近70%,长飞光纤涨超20%,金力永磁、金风科技、洛阳 钼业等多股涨超10%。 稀土永磁等多个板块大涨 稀土永磁板块早盘一度拉升上涨超5%,截至收盘时的涨幅仍接近4%。个股方面,金力永磁实现20%涨 停,大地熊、金风科技、中钢天源、北方稀土等多股大涨。 消息面上,工信部等三部门发 ...
A股,再度刷新10年新高!
证券时报· 2025-08-25 09:07
在增量资金持续入场的背景下,A股市场近期加速上涨。 8月25日,上证指数高开0.59%,随后持续震荡攀升,最高点达3883.56点,刷新10年新高纪录。除了部分科技板块以外,多数行业板块实现上涨,其中,有色金属、 通信、消费、房地产等板块表现较为活跃。 截至收盘,沪指涨1.51%报3883.56点,深证成指涨2.26%,创业板指涨3%,科创50指数涨3.2%。A股市场成交金额再次突破3万亿元。 通信板块表现同样比较活跃,中际旭创等上涨超10%,剑桥科技、长江通信、长飞光纤等涨停。 近日,算力产业链上市公司纷纷披露2025年半年报或半年度业绩预告,多家公司提及,上半年业绩增长主要得益于基础算力设施的持续建设和人工智能相关算力投 资的稳步增长。 港股市场表现也比较强势,恒生指数大涨超2%,恒生科技指数涨超3%,国企指数涨超2%。热门股票方面,东风集团股份(00489.HK)盘中涨幅最高接近70%,长飞 光纤涨超20%,金力永磁、金风科技、洛阳钼业等多股涨超10%。 稀土永磁等多个板块大涨 稀土永磁板块早盘一度拉升上涨超5%,截至收盘时的涨幅仍接近4%。个股方面,金力永磁实现20%涨停,大地熊、金风科技、中钢天源、 ...
机器人产业持续催化,国产算力芯片迎来突破,持续看好相关产业投资机会
Great Wall Securities· 2025-08-25 06:19
证券研究报告 | 行业周报 2025 年 08 月 25 日 通信 机器人产业持续催化,国产算力芯片迎来突破,持续看好相关产业 投资机会 | 股票 | 股票 | 投资 | EPS (元) | | PE | | | --- | --- | --- | --- | --- | --- | --- | | 代码 | 名称 | 评级 | 2025E | 2026E | 2025E | 2026E | | 002463.SZ | 沪电股份 | 买入 | 1.85 | 2.45 | 30.07 | 22.71 | | 002881.SZ | 美格智能 | 买入 | 0.73 | 0.92 | 73.33 | 58.18 | | 300308.SZ | 中际旭创 | 买入 | 7.6 | 8.29 | 36.7 | 33.64 | | 300394.SZ | 天孚通信 | 买入 | 3.68 | 4.53 | 33.4 | 27.13 | | 301285.SZ | 鸿日达 | 买入 | 0.21 | 0.7 | 231.86 | 69.56 | | 600941.SH | 中国移动 | 买入 | 6.79 | 7.23 ...
国产 HBM3 芯片突破!华为获供后,存储三巨头格局生变
是说芯语· 2025-08-13 09:43
Core Viewpoint - The article highlights the significant advancements in China's semiconductor industry, particularly the development and potential market impact of domestically produced HBM3 memory chips, which could disrupt the current dominance of major global players like Samsung, SK Hynix, and Micron [2][5]. Group 1: HBM3 Development and Market Impact - Domestic DRAM leader has begun supplying HBM3 samples to Huawei, manufactured using a self-developed 16nm G4 process, awaiting mass production approval [2]. - The G4 process allows for a 20% reduction in chip size and significant energy efficiency improvements compared to the previous 18nm G3 process, positioning China as the third country capable of mass-producing HBM3 after South Korea and the USA [2]. - The integration of HBM3 chips into Huawei's Ascend 910C AI chip is expected to enhance AI computing capabilities significantly, with a 40% increase in inference speed and a 30% improvement in energy efficiency [3][4]. Group 2: Competitive Landscape - The global HBM market is currently dominated by SK Hynix, which holds over 50% market share, followed closely by Samsung and Micron [4]. - In response to the emergence of domestic HBM3, international competitors are accelerating their technology iterations, with SK Hynix planning to start mass production of the world's first 12-layer HBM3E by September 2024 [4]. - Micron aims to achieve parity in HBM market share with its overall DRAM share (approximately 25%) by the second half of 2025 [4]. Group 3: Future Outlook and Strategic Positioning - Analysts predict that the large-scale application of domestic HBM3 will compel international manufacturers to accelerate technology transfer, potentially leading to a 20%-30% decrease in HBM3e prices over the next two years [5]. - The Chinese semiconductor industry is leveraging "cost-performance + localization" strategies to capture a share of the mid-to-high-end market [5]. - By 2025, domestic HBM market demand is expected to exceed 120 million GB, accounting for 30% of the global total, driven by policies such as the "East Data West Computing" project [6].
打破美国AI算力限制,华为云发布超节点技术,重塑全球算力格局
Qi Lu Wan Bao· 2025-05-15 12:29
Core Viewpoint - Huawei's CloudMatrix 384 super node technology signifies a breakthrough in China's computing capabilities, demonstrating that technological blockades cannot hinder the country's advancements in AI and computing power [1][3][8]. Group 1: Technological Advancements - Huawei's history of overcoming challenges is marked by significant technological breakthroughs, including the launch of its self-developed AI chip in 2023, which competes with Nvidia's A100 [3]. - The CloudMatrix 384 super node, consisting of 384 Huawei AI chips, achieves a performance surpassing Nvidia's H100, with a throughput of 1920 Tokens/s compared to H100's 1850 Tokens/s [5]. - The architecture of CloudMatrix 384 employs a fully peer-to-peer interconnect bus technology, achieving an inter-card bandwidth of 2.8 Tbps and training efficiency at 90% of single-card performance [5]. Group 2: Market Impact - In Q1 2025, Huawei's AI chip market share in China reached 38%, while domestic production of AI chips surged, with imports dropping by 60% and local shipments increasing by 180% [6]. - The adoption of Huawei AI chips in China's government and enterprise sectors has surpassed 50%, with 70% of equipment in local intelligent computing centers utilizing Huawei technology [6]. - Southeast Asian countries, including Malaysia and Thailand, have begun signing cooperation agreements with Huawei for computing power, with Penang's packaging plant expected to meet 30% of global AI inference demand by 2026 [6]. Group 3: Energy Efficiency and Cost Reduction - The implementation of liquid cooling technology in data centers has reduced the Power Usage Effectiveness (PUE) to 1.1, cutting energy consumption by 40%, with a total power consumption of only 172.8 kW for a single cluster [5]. - The training costs associated with Huawei's technology have decreased by 75% compared to three years ago, thanks to the integration of the open-source MindSpore framework across over 3000 application scenarios [5]. Group 4: Strategic Positioning - The release of CloudMatrix 384 reflects a shift in the logic of computing competition, moving from single-point breakthroughs to system-level leadership in AI infrastructure [8]. - Huawei's advancements are seen as a response to the U.S. sanctions, effectively breaking the "digital Berlin Wall" and establishing a parallel ecosystem based on self-developed technologies [8].